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Type of account should not be selected - Pension and life isnurance surrender
I have entered a 1099R for a ongoing pension and separately a life insurance surrender (cash out). Final review flags this as "Type of account should not be selected" they are not an IRA or 403B so the selection should be other - but it will not unflag or allow anything else. I have not had this in the past for the pension. How to resolve?
March 11, 2025
10:23 AM